See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,626 | $100,773+15.7% | $88,946+31.1% | $142,382-18.1% |
| Participation rate | 72.2% | 74.3%-2.1pp | 68.8%+3.4pp | 80.1%-7.9pp |
| Annual return | 14.79% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,649 | $5,230+8.0% | $4,581+23.3% | $6,507-13.2% |
| Admin fee / account holder | $22,046 | $9,693+127.4% | $8,261+166.9% | $12,624+74.6% |